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OFSAX vs WCMJX
OFSAX vs WCMJX Comparison
Open Charts OFSAX vs WCMJX
Olstein Strategic Opportunities A
Price$21.59
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets52.11M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
OFSAX vs WCMJX Comparison Chart in %
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OFSAX vs. WCMJX commentary
Oct 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OFSAX is a Hold and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
OFSAX has more cash in the bank: 52.1M vs. WCMJX (21.8M). OFSAX pays higher dividends than WCMJX: OFSAX (0.37) vs WCMJX (0.00). OFSAX was incepted earlier than WCMJX: OFSAX (19 years) vs WCMJX (6 years). OFSAX (1.77) and WCMJX (1.70) have similar cost to investors . OFSAX is a more actively managed with annual turnover of: 24.00 vs. WCMJX (15.00). OFSAX (1000) and WCMJX (1000) have matching initial minimum investment requirements. OFSAX annual gain was more profitable for investors over the last year : -4.63 vs. WCMJX (-21.05). WCMJX return over 5 years is better than : 21.44 vs. OFSAX (20.30).
| OFSAX | WCMJX | OFSAX / WCMJX | |
| Total Expense Ratio | 1.60 | 1.15 | 139% |
| Annual Report Gross Expense Ratio | 1.77 | 1.70 | 104% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 3.351 | -5.772 | -58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1M | 21.8M | 239% |
| Annual Yield % from dividends | 0.37 | 0.00 | - |
| Returns for 1 year | -4.63 | -21.05 | 22% |
| Returns for 3 years | 20.83 | 15.26 | 136% |
| Returns for 5 years | 20.30 | 21.44 | 95% |
| Returns for 10 years | 38.24 | N/A | - |
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